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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,731 | $172,111-84.5% | $150,298-82.2% | $137,256-80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.03% | 69.37%-55.3pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,557 | $4,636-66.4% | $4,154-62.5% | $4,156-62.5% |
| Participant deferral / active EE | $3,300 | $6,166-46.5% | $5,453-39.5% | $6,407-48.5% |
| Admin fee / account holder | $2,244 | $16,471-86.4% | $14,116-84.1% | $12,270-81.7% |